See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $7,650 |
Service code 49 25 MERCHANT STREET · CINCINNATI, OH 45246 | Other Services | $5,885 |
MORNINGSTAR8 years Service code 27 | Advisory (Plan) | $1,800 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $14 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,741 | $44,897-15.9% | $84,966-55.6% | $199,593-81.1% |
| Participation rate | 11.6% | 45.7%-34.1pp | 67.5%-55.9pp | 72.0%-60.3pp |
| Annual return | 12.60% | 20.96%-8.4pp | 66.38%-53.8pp | 34.25%-21.7pp |
| Employer contribution / active EE | $116 | $1,365-91.5% | $2,727-95.7% | $3,034-96.2% |
| Participant deferral / active EE | $1,012 | $2,668-62.1% | $4,519-77.6% | $5,087-80.1% |
| Admin fee / account holder | $87 | $584-85.2% | $6,149-98.6% | $269-67.8% |